CHIAL
FSMB icon

Copper Harbor Investment Advisors, LLC’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Copper Harbor Investment Advisors, LLC’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Buy
+119,960
New +$2.4M 0.51% 39

Other funds holding FSMB

PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
TBF
True Blue Financial Stevensville, Michigan $237M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's FSMB Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 119,960 shares worth $2.4M. The stake represents 0.51% of the portfolio and ranks #39 among its holdings.

35 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 119,960 shares of First Trust Short Duration Managed Municipal ETF worth $2.4M as of Q2 2026.
  • First Trust Short Duration Managed Municipal ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.51% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #39 holding.
  • 35 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.